I have lived and worked in the Simi Valley community since 1988. I have been married for 33 years and have three grown children, two of which have dealt with and continue to overcome Autism, so I understand families with special needs.

I have been devoted to helping families build sustainable, wealth-preserving strategies for themselves and their heirs. I enjoy partnering with your tax and estate professionals. These professionals and myself help you make better, more informed decisions and reduce your concerns to meet and sustain your long-term goals and lifestyles.

We continue to include a customized written plan of care for our clients so they can visually see their retirement plan and maintain the legacy they want to leave.

It has been my pleasure to help our families on a multi-generational basis, and inspire them to pursue those wealth-building strategies and help us be a partner to the community since 2006.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Wealth Strategies

My Personal Interests

  • Bowling
  • Fishing
  • Golfing
  • Football
  • Astronomy

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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